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Open original source ↗$SIVE has its own piece in Digitimes btw, which is appreciated industry recognition outside of Sweden.
I think Sivers 100M+ CW DFB laser capacity buildout forced the industry to revisit its models and generated considerably more coverage.
BC it puts Sivers into T1 laser capacity convo w/ $COHR, Sumitomo, Furukawa, $AVGO, Landmark, and $LITE if it executes on its ramp.
But outside of that, CIOE 2026 channel checks were really meaningful since the community found Sivers is working with Chinese pluggable players + setting up an office locally.
I'm getting dejavu to the time I pointed out $SIVE + $JBL at OFC for their 1.6T LRO, but nobody believed the link until there was an actual press release.
Anyway, proud to see this little company growing up
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$SIVE highlighted in a Digitimes Asia article on takeaways from this years CIOE! This highlight is actually extremely positive, as it describes $SIVE as "expanding beyond their traditional client base and investing heavily in expanding capacity to benefit from growing AI-related demand" This highlight from basically their first CIOE + the recognition for investing heavily in extending capacity to adress AI related demand. Seems like CIOE was a very positive event for $SIVE
dizaq1 ↗